2015-11-13T08:45:09-06:00 2014-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2014-01-01 263537678 AIR ZOO LEGACY FOUNDATION AIRZ 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 RONALD N KILGORE SECRETARY/TREASURER 2693826555 2015-11-11 1 JAMES G THOMPSON CPA P00053844 2695674500 2014 2016-03-07 17:11:31Z JON BOWERS 6151 PORTAGE ROAD PORTAGE MI 49002 11038089 0 X WWW.AIRZOO.ORG X 2008 DE THE AIR ZOO LEGACY FOUNDATION SOLE PURPOSE IS TO CONDUCT BUSINESS FOR THE PROMOTION AND CHARITABLE ACTIVITIES SUPPORTING THE KALAMAZOO AVIATION HISTORY MUSEUM (AIR ZOO). 5 5 0 0 0 0 126243 100031 0 0 879476 2131791 0 0 1005719 2231822 1843560 1531496 0 0 0 0 0 0 0 184671 215951 2028231 1747447 -1022512 484375 42555702 45247962 0 0 42555702 45247962 THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE AIR ZOO. 0 0 1531496 1531496 0 THE FOUNDATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE KALAMAZOO AVIATION HISTORY MUSEUM (AIR ZOO). 1531496 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 MI X MARIA SUSZYNSKI 2693826555 6151 PORTAGE ROAD PORTAGE MI 49002 X JON BOWERS PRESIDENT 1.00 X X 0 0 0 PRESTON S PARISH VICE PRESIDENT 1.00 X X 0 0 0 RONALD N KILGORE SECRETARY/TREASURER 1.00 X X 0 0 0 MARY L TYLER TRUSTEE 1.00 X 0 0 0 WILLIAM B MILLARD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 WILLIAM BLAIR & COMPANY LLC 222 WEST ADAMS STREET 14TH FLOOR CHICAGO IL 606069547 INVESTMENT MANAGEMENT 166805 1 100031 100031 694722 694722 10243336 8806267 1437069 1437069 1437069 2231822 0 0 2131791 1531496 1531496 215802 215802 149 149 1747447 1531496 215951 0 25935 23041 3275089 2453205 17686 1500 34555763 34875108 4081229 7295108 600000 600000 42555702 45247962 0 0 X 34660 32321 6226998 8921597 36294044 36294044 42555702 45247962 42555702 45247962 484375 2207885 0 X X 0 1 X 1 0 X X X 1 THE KALAMAZOO AVIATION HISTORY MUSEUM 382144402 9 1 1531496 0 1 1531496 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 41881400 4289301 1579120 44591581 36280975 7229485 1629060 41881400 1294044 35000000 586931 600000 36280975 1294044 1294044 0.81000 0.19000 0 0 0 VANGUARD FTSE ALL WORLD EX-US ETF 4261917 F WILLIAM BLAIR FIXED INCOME 3033191 F 7295108 X PART V, LINE 4: TO SUPPORT THE CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE KALAMZOO AVIATION HISTORY MUSEUM (AIR ZOO). PART X, LINE 2: AS OF JANUARY 1, 2008, THE FIVE-YEAR TRIAL PERIOD THAT BEGAN JANUARY 1, 2003 HAS ENDED AND THE MUSEUM IS NOW EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). THE AIR ZOO LEGACY FOUNDATION IS ALSO EXEMPT FROM INCOME TAX UNDER PROVISIONS OF INTERNAL REVENUE CODE SECTION 501(C)(3). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE MUSEUM AND RECOGNIZE A TAX LIABILITY IF THE MUSEUM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR OTHER APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE MUSEUM AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014 AND 2013, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. 0 THE KALAMAZOO AVIATION HISTORY MUSEUM 6151 PORTAGE ROAD KALAMAZOO MI 49002 382144402 501(C)(3) 1531496 TO SUPPORT THE ORGANIZATION'S CHARITABLE AND EDUCATIONAL ACTIVITIES. 1 0 FORM 990, PART VI, SECTION B, LINE 11 NO REVIEW WAS OR WILL BE CONDUCTED BY THE FULL BOARD PRIOR TO FILING THE 990. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS OPEN TO PUBLIC INSPECTION ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN THE PROCESS SINCE THE PRIOR YEAR. THE KALAMAZOO AVIATION HISTORY MUSEUM 6151 PORTAGE ROAD PORTAGE MI 49002 382144402 AVIATION MUSEUM MI 501(C)(3) LINE 9 N/A 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE KALAMAZOO AVIATION HISTORY MUSEUM B 1531496 CASH THE KALAMAZOO AVIATION HISTORY MUSEUM D 600000 CASH LOANED